See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $25,315 |
ANTHONY & ASSOCIATES3 years Service code 99 · EIN 31-1556773 1144 MARKET ST STE 204 · WHEELING, WV 26003 | Other Fees | $7,500 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,729 | $69,362+20.7% | $101,248-17.3% | $73,488+13.9% |
| Participation rate | 76.6% | 68.4%+8.2pp | 75.8%+0.7pp | 70.7%+5.9pp |
| Annual return | 14.06% | 18.46%-4.4pp | 46.47%-32.4pp | 28.51%-14.4pp |
| Employer contribution / active EE | $2,080 | $2,628-20.9% | $3,660-43.2% | $2,270-8.4% |
| Participant deferral / active EE | $4,339 | $3,300+31.5% | $4,370-0.7% | $3,740+16.0% |
| Admin fee / account holder | $271 | $704-61.5% | $5,945-95.4% | $513-47.2% |